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From Smartphones to AI: ARM's Expanding Global Tech Influence
From Smartphones to AI: ARM's Expanding Global Tech Influence

Globe and Mail

timea day ago

  • Business
  • Globe and Mail

From Smartphones to AI: ARM's Expanding Global Tech Influence

Arm Holdings ARM has long been recognized for its power-efficient chip architecture, a key factor behind its dominance in the mobile computing space. However, its influence now extends well beyond smartphones and tablets. Renowned for powering sleek, energy-efficient designs in devices from industry giants like Apple AAPL, Qualcomm QCOM and Samsung, Arm Holdings is emerging as a foundational force in the rapidly evolving realms of artificial intelligence (AI) and the Internet of Things (IoT). What sets ARM apart is its unmatched ability to deliver high performance with minimal power consumption, an increasingly critical requirement as the world becomes more connected and intelligent. From wearables to cloud data centers, AI workloads are proliferating across device categories, and Arm Holdings' flexible, energy-efficient architecture is being adopted to meet these next-generation demands. Apple continues to rely heavily on Arm Holdings' architecture, using it as the backbone for its M-series chips and accelerating AI integration across its ecosystem. Qualcomm, a long-time partner, leverages Arm Holdings' designs in its Snapdragon processors to fuel AI-driven innovations in smartphones and automotive platforms. Samsung, too, embeds Arm technology in its mobile and consumer electronics devices while advancing AI and IoT capabilities through its Exynos chipsets. The reliance on ARM by these tech leaders isn't just continuing — it's deepening. As Apple, Qualcomm and Samsung scale up their AI ambitions and broaden their IoT strategies, Arm Holdings remains central to enabling this transformation through its scalable power efficiency. The company's commitment to optimizing its architecture for machine learning and edge computing further strengthens its alignment with the strategic needs of its top clients. In this light, Arm Holdings is no longer just a key player in mobile chip design — it is fast becoming an essential infrastructure layer powering the AI and IoT future for Apple, Qualcomm and Samsung. Its growing role cements its position as a critical enabler in the broader technology ecosystem. ARM's Price Performance, Valuation & Estimates The stock has climbed 41% in the past three months, underperforming the industry 's 45% growth. From a valuation standpoint, ARM trades at a forward price-to-sales ratio of 30.92, well above the industry's 8.64. It carries a Value Score of F. The Zacks Consensus Estimate for ARM's earnings has remained unchanged over the past 30 days. ARM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include Stock #1: A Disruptive Force with Notable Growth and Resilience Stock #2: Bullish Signs Signaling to Buy the Dip Stock #3: One of the Most Compelling Investments in the Market Stock #4: Leader In a Red-Hot Industry Poised for Growth Stock #5: Modern Omni-Channel Platform Coiled to Spring Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%. Download Atomic Opportunity: Nuclear Energy's Comeback free today. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM): Free Stock Analysis Report Apple Inc. (AAPL): Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM): Free Stock Analysis Report

Arm
Arm

Yahoo

time26-06-2025

  • Business
  • Yahoo

Arm

Arm CEO Rene Haas Credit - Courtesy Arm U.K.-based Arm designs chip architecture—the set of instructions that tells a device what to do—and licenses it to manufacturers including Apple and Nvidia. Arm-based chips' performance and efficiency outperform competing computer architectures, and its chip designs reach more users by orders of magnitude. Arm generated more than $4 billion in revenue from April 2024 to April 2025. Nearly every smartphone on the planet is powered by Arm technology—and its chip designs are used in half of all chips with processors, like those in cars, microwaves, and endless other consumer products. Because of its ubiquity, more than 22 million developers are building applications with Arm in mind, fueling demand for even more Arm hardware. It's crucial for AI, too. "The Googles, the Amazons, the Microsofts of the world creating their own custom chips are building with Arm first," says CMO Ami Badani. "They need a power-efficient architecture and compute platform to really move to where they need to go in order to run these AI workloads." Contact us at letters@ Sign in to access your portfolio

Top semiconductor lab imec eyes 'programmable' AI chips, CEO says
Top semiconductor lab imec eyes 'programmable' AI chips, CEO says

Reuters

time19-05-2025

  • Business
  • Reuters

Top semiconductor lab imec eyes 'programmable' AI chips, CEO says

AMSTERDAM, May 19 (Reuters) - The CEO of imec, one of the world's top semiconductor R&D firms, has said the industry needs to steer towards reconfigurable chip architectures if it wants to avoid becoming a bottleneck for the future generations of artificial intelligence. Rapid AI algorithm innovation outpaces the current strategy of developing specific, raw-power-focused chips, leading to major drawbacks in energy, cost and hardware development speed, CEO Luc Van den hove said in a statement seen by Reuters ahead of its publication. "There is a huge inherent risk of stranded assets because by the time the AI hardware is finally ready, the fast-moving AI software community may have taken a different turn," he said. Some, like OpenAI, have taken the path of building custom chips to speed up innovation, a move Van den hove said was risky and uneconomical for most. The Interuniversity Microelectronics Centre (imec) pioneers many semiconductor breakthroughs that chipmakers like TSMC ( opens new tab and Intel (INTC.O), opens new tab often widely adopt years down the line. As the AI industry moves beyond large language models to agentic AI and physical AI for medical or autonomous driving applications, Van den hove sees future chips regrouping all necessary capabilities into building blocks called supercells. "A network-on-chip will steer and reconfigure these supercells so they can be quickly adapted to the latest algorithm requirements," Van den hove said. This will require true three dimensional stacking, a manufacturing technique where layers of logic and memory silicon are bonded together, he added. Belgium-based imec was a significant contributor to the advancement and refinement of 3D stacking, a technology that will be featured in TSMC's A14 and Intel's 18A-PT future nodes. The research and development firm will hold its flagship conference, ITF World, on Tuesday and Wednesday in Antwerp, Belgium.

Top semiconductor lab imec eyes 'programmable' AI chips, CEO says
Top semiconductor lab imec eyes 'programmable' AI chips, CEO says

CNA

time19-05-2025

  • Business
  • CNA

Top semiconductor lab imec eyes 'programmable' AI chips, CEO says

AMSTERDAM :The CEO of imec, one of the world's top semiconductor R&D firms, has said the industry needs to steer towards reconfigurable chip architectures if it wants to avoid becoming a bottleneck for the future generations of artificial intelligence. Rapid AI algorithm innovation outpaces the current strategy of developing specific, raw-power-focused chips, leading to major drawbacks in energy, cost and hardware development speed, CEO Luc Van den hove said in a statement seen by Reuters ahead of its publication. "There is a huge inherent risk of stranded assets because by the time the AI hardware is finally ready, the fast-moving AI software community may have taken a different turn," he said. Some, like OpenAI, have taken the path of building custom chips to speed up innovation, a move Van den hove said was risky and uneconomical for most. The Interuniversity Microelectronics Centre (imec) pioneers many semiconductor breakthroughs that chipmakers like TSMC and Intel often widely adopt years down the line. As the AI industry moves beyond large language models to agentic AI and physical AI for medical or autonomous driving applications, Van den hove sees future chips regrouping all necessary capabilities into building blocks called supercells. "A network-on-chip will steer and reconfigure these supercells so they can be quickly adapted to the latest algorithm requirements," Van den hove said. This will require true three dimensional stacking, a manufacturing technique where layers of logic and memory silicon are bonded together, he added. Belgium-based imec was a significant contributor to the advancement and refinement of 3D stacking, a technology that will be featured in TSMC's A14 and Intel's 18A-PT future nodes. The research and development firm will hold its flagship conference, ITF World, on Tuesday and Wednesday in Antwerp, Belgium.

Chip tech provider Arm forecasts first-quarter revenue below estimates
Chip tech provider Arm forecasts first-quarter revenue below estimates

Reuters

time07-05-2025

  • Business
  • Reuters

Chip tech provider Arm forecasts first-quarter revenue below estimates

May 7 (Reuters) - Arm Holdings forecast first-quarter sales and profit below Wall Street estimates on Wednesday, as global trade tensions threaten revenue from its chip architecture used across the smartphone and data center industries. While Arm's fourth-quarter revenue slightly beat analysts' estimates, companies across the board have provided cautious quarterly forecasts as sweeping global tariffs announced by U.S. President Donald Trump and tighter U.S. curbs on the export of advanced semiconductors to key chip market China have clouded the outlook for semiconductor firms. Arm shares fell 7.4% in after-hours trading after the forecast. Arm's chip technology powers nearly every smartphone in the world, and the UK-based company has attempted to make inroads in data centers and other markets. The company forecast first-quarter revenue of $1.00 billion to $1.10 billion, with a midpoint below analysts' average estimate of $1.10 billion. Arm CEO Rene Haas told Reuters that the below-expectations guidance is due to a large licensing deal that may not close during the fiscal first quarter. Haas said that royalty revenue growth will be between 25% and 30% in the fiscal first quarter, higher than in the fiscal fourth quarter. "Why are we guiding slightly below consensus - it's really down to licensing," Haas said. "We just want to be prudent relative to some large deals that we have visibility on." Apple (AAPL.O), opens new tab, a major customer, flagged the addition of $900 million to costs this quarter from supply chain shifts to minimize the impact of the ongoing trade war. Shifting trade policies are likely to hurt consumer demand, bringing on a possible decline in the smartphone market this year, according to research firm Counterpoint. Arm expects adjusted profit of 30 to 38 cents per share for the first quarter, compared with estimates of 42 cents per share. Haas said that profit forecast was due to the assumption that a licensing deal may not close in the quarter. Arm makes money via licensing deals for its intellectual property and a royalty charged for each chip sold that uses its technology. Arm's revenue in individual quarters can be volatile based on the timing of individual licensing deals. The company reported fourth-quarter sales of $1.24 billion, slightly above estimates. Adjusted profit of 55 cents per share in that period beat estimates for a profit of 52 cents per share. Sales in the fourth quarter were "driven by increased deployment of our CSS platforms across AI (artificial intelligence) data centers, cloud compute and mobile," CEO Rene Haas said in a statement, referring to the company's comprehensive blueprints for chips. The company's chip architecture competes against Intel and AMD's longstanding x86 stronghold in the server central processor market- a booming area in the AI market where central processing units are used alongside advanced graphics processors in modern data centers.

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